Orion Capital Management LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 952 filers reported holding ISHARES GOLD TR in Q4 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.7%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$284,889
-22.8%
8,142
-19.7%
0.18%
-23.6%
Q2 2023$369,067
-1.2%
10,142
+1.4%
0.24%
-3.2%
Q1 2023$373,700
+8.0%
10,0000.0%0.25%
-1.6%
Q4 2022$345,900
+9.8%
10,0000.0%0.25%
+0.4%
Q3 2022$315,000
-8.2%
10,0000.0%0.25%
-4.9%
Q2 2022$343,000
-6.8%
10,0000.0%0.27%
+20.4%
Q1 2022$368,000
+5.7%
10,0000.0%0.22%
+11.6%
Q4 2021$348,000
+4.2%
10,0000.0%0.20%
-2.0%
Q3 2021$334,00010,0000.20%
Other shareholders
ISHARES GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders